Baystate Wealth Management’s Bunge Global BG Stock Holding History

Baystate Wealth Management’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.2K	Hold	11	–	–	﹤0.01%	1133
2023 Q3	$1.28K	Hold	11	–	–	﹤0.01%	864
2023 Q2	$1.11K	Hold	11	–	–	﹤0.01%	919
2023 Q1	$1.12K	Hold	11	–	–	﹤0.01%	919
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	834
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	788
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	813
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	803
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	803
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	729
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	699
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	630
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	601
2020 Q3	$1K	Buy	11 +1	+10%	+$45	﹤0.01%	568
2020 Q2	$0	Sell	10 -1	-9%	-$39	﹤0.01%	657
2020 Q1	$0	Hold	11	–	–	﹤0.01%	605
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	556
2019 Q3	$1K	Buy	11 +1	+10%	+$56	﹤0.01%	510
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	535
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	546
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	550
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	567
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	586
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	545
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	549
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	533
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	550
2017 Q1	$1K	Buy	+10	New	+$749	﹤0.01%	514

Other funds holding BG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's BG Position: Q4 2023 in Review

Baystate Wealth Management held its Bunge Global (BG) position steady in Q4 2023 at 11 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Baystate Wealth Management first reported a position in BG in Q1 2017 and has held it in 28 quarters since. The position peaked at $1.28K in Q3 2023. 600 funds tracked by Wall St. Rank hold BG as of Q4 2023.

Baystate Wealth Management held 11 shares of Bunge Global worth $1.2K as of Q4 2023.
Baystate Wealth Management left its Bunge Global share count unchanged in Q4 2023.
Bunge Global made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1133 holding.
Baystate Wealth Management first reported a position in Bunge Global in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Bunge Global position peaked at $1.28K in Q3 2023.
600 funds tracked by Wall St. Rank held Bunge Global as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.